Visit pamjordan.com to schedule a call with our team.

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In this episode of Pivot to Profit, Pam Jordan and tax expert Alexis Sydney dive deep into the Accountable Plan-a powerful but often overlooked IRS-approved strategy that lets business owners get reimbursed for certain personal expenses, tax-free. Learn what an accountable plan is, who qualifies, and how to set it up correctly. Pam and Alexis break down which expenses can be reimbursed (from home office costs to wellness programs), why proper documentation is crucial, and how this strategy can put thousands of tax-free dollars back into your pocket each year. Hear real-life examples of clients who saved big, discover common mistakes to avoid, and get actionable tips for maximizing this tax-saving opportunity.

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💡 Meet the Experts:

Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

Alexis Sydney is a Certified Tax Strategist and Managing Partner of Pivot Tax Strategy, helping business owners save millions annually through actionable strategies.

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Recommended Videos:

If you liked this episode, you'll love these videos:

– How to Put Your Kids on Payroll and Save Thousands in Taxes: https://www.youtube.com/watch?v=Y1mvyHCnFWY

– How To Hire Your Kids To Immediately Reduce Your Taxes! (Step by Step): https://www.youtube.com/watch?v=6nKN_AD21kQ

– $15000 IRS Loophole for Parents (Legal But Nobody Does It): https://www.youtube.com/watch?v=iardyOuyxxo

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Want More Financial Clarity?

YouTube: https://www.youtube.com/@pamjordancfo?sub_confirmation=1

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

Facebook: https://www.facebook.com/PamjordanCFO/

Want to know if an accountable plan is right for your business, or have questions about implementing it? Let me know what you’d like to explore next!

Visit pamjordan.com to schedule a call with our team.

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Pam Jordan interviews Anthony Busciglio, serial entrepreneur and CEO of apnTech, for a candid, high-energy conversation about the rollercoaster ride of building, losing, and reinventing businesses. Anthony shares unfiltered stories of wild successes, painful setbacks, and the financial discipline that finally unlocked sustainable growth. Heads up: This episode contains explicit language.

Discover how Anthony’s relentless work ethic, willingness to pivot, and lessons learned from hard knocks fueled his journey from restaurant manager and mortgage broker to leading a $20M digital marketing powerhouse. You’ll get actionable advice on cash flow, financial oversight, and building a resilient business-even when the rules of the game change overnight.

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Meet the Experts:

Anthony Busciglio:

Founder and CEO of apnTech, Anthony is a seasoned entrepreneur with a track record across marketing, sales, and business development. He’s known for his big-picture vision, high-energy leadership, and ability to build and scale sales-driven organizations from the ground up.

Pam Jordan:

CEO of Pivot Business Group, Pam helps entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

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Key Takeaways:

– Why staying uncomfortable and always learning is crucial for entrepreneurs

– The importance of financial transparency and weekly finance meetings

– Lessons from surviving the 2008 crash, embezzlement, and regulatory upheaval

– How to leverage vendor terms, credit cards, and cash flow strategies to fuel growth

– The power of strong partnerships with complementary skill sets

– Why hiring a finance pro early is a must-even for small teams

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📢 Subscribe for More Financial Clarity

Stay updated with actionable insights by subscribing here: https://www.youtube.com/@pamjordancfo?sub_confirmation=1

💬 Connect with Anthony Busciglio:

Instagram: https://www.instagram.com/anthony.busciglio/

💬 Connect with Pam Jordan:

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

https://www.pamjordan.com/

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If you enjoyed this episode, let us know what other entrepreneur journeys or financial topics you want to hear next!

Visit pamjordan.com to schedule a call with our team.

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In this episode of Pivot to Profit, Pam Jordan and tax expert Alexis Sydney break down the Augusta Rule-a little-known IRS provision that lets business owners rent their home to their business for up to 14 days a year and pocket the income tax-free. Discover the origins of the rule, how to qualify, what documentation you need, and how to maximize this overlooked tax-saving opportunity. Learn how to set a fair rental rate, what events qualify, how to properly move the money, and why documentation is crucial. Plus, hear real-life examples of entrepreneurs saving thousands and the pitfalls to avoid when using this strategy.

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💡 Meet the Experts:

Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

Alexis Sydney is a Certified Tax Strategist and Managing Partner of Pivot Tax Strategy, helping business owners save millions annually through actionable strategies.

✖️✖️✖️

Recommended Videos:

If you liked this episode, you'll love these videos:

– How to Put Your Kids on Payroll and Save Thousands in Taxes: https://www.youtube.com/watch?v=Y1mvyHCnFWY

– How To Hire Your Kids To Immediately Reduce Your Taxes! (Step by Step): https://www.youtube.com/watch?v=6nKN_AD21kQ

– $15000 IRS Loophole for Parents (Legal But Nobody Does It): https://www.youtube.com/watch?v=iardyOuyxxo

✖️✖️✖️

Want More Financial Clarity?

YouTube: https://www.youtube.com/@pamjordancfo?sub_confirmation=1

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

Facebook: https://www.facebook.com/PamjordanCFO/

Visit pamjordan.com to schedule a call with our team.

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Pam Jordan interviews Theresa Pidcock, a sought-after Executive Coach, Certified Grief Recovery Method Specialist, and Emotional Intelligence (EQ) Expert, about unlocking the greatness within every entrepreneur and leader. Theresa shares her journey from high-powered corporate executive to transformative coach, revealing how understanding and harnessing your emotions is the key to sustainable business growth, powerful leadership, and personal fulfillment.

Discover how Theresa’s unique blend of fierce accountability, strategic insight, and emotional intelligence empowers founders and executives to stop spinning their wheels, lead with clarity, and build teams that go the extra mile. You’ll learn actionable strategies for developing your EQ, overcoming overwhelm, and creating systems that let you scale with confidence.

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💡 Meet the Experts:

Theresa Pidcock:

Theresa Pidcock is a highly sought-after Executive Coach, Certified Grief Recovery Method Specialist, and Emotional Intelligence (EQ) Expert who has worked with thousands of clients over the last 20 years. She leads with the philosophy that everyone embodies greatness inside, waiting to be unleashed-and the key to unlocking your greatness is understanding and harnessing your emotions. Theresa specializes in helping executives, entrepreneurs, and leaders who feel stuck despite outward success, guiding them to regain their edge and achieve sustainable growth through emotional intelligence and strategic leadership.

Pam Jordan:

CEO of Pivot Business Group, Pam helps entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

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📺 Recommended Videos:

If you enjoyed this episode, check out these videos:

– https://youtu.be/CgXANBiNAUA

– https://youtu.be/hTsxf6JoYys?si=l6K5ICBRmPO-RcfP

– https://youtu.be/_eOB0wexKHk?si=C22efvDRgJz7KwWc

✖️✖️✖️

📢 Subscribe for More Financial Clarity

Stay updated with actionable insights by subscribing here: https://www.youtube.com/@pamjordancfo?sub_confirmation=1

💬 Connect with Pam Jordan:

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

https://www.pamjordan.com/

Visit pamjordan.com to schedule a call with our team.

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In this episode of Pivot to Profit, Pam Jordan and tax expert Alexis Sydney reveal how entrepreneurs can legally hire their kids and turn family payroll into a powerful tax and wealth-building strategy. Discover the right (and wrong) ways to pay your children, how to maximize tax deductions, and the steps to set your kids up for lifelong financial success with tools like Roth IRAs. Learn the entity-specific rules for sole proprietors, LLCs, S Corps, and C Corps, what paperwork you need to stay compliant, and creative ideas for jobs your kids can do at any age. Plus, get bonus tips for leveraging this strategy with grandparents and elderly family members.

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💡 Meet the Experts:

Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

Alexis Sydney is a Certified Tax Strategist and Managing Partner of Pivot Tax Strategy, helping business owners save millions annually through actionable strategies.

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Recommended Videos:

If you liked this episode, you'll love these videos:

– https://youtu.be/hTsxf6JoYys?si=l6K5ICBRmPO-RcfP

– https://youtu.be/_eOB0wexKHk?si=C22efvDRgJz7KwWc

– https://youtu.be/Sj9RaqfP6_4?si=ck-tTHnunQHWETZq

✖️✖️✖️

Want More Financial Clarity?

YouTube: https://ww.youtube.com/@pamjordancfo?sub_confirmation=1

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

Facebook: https://www.facebook.com/PamjordanCFO/

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Sign up for Payroll with GUSTO: https://gusto.com/r/ariana1030

Visit pamjordan.com to schedule a call with our team.

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Pam Jordan interviews Victoria Hajjar, founder of Ugli Ventures, about transforming the “ugliest” parts of business—like messy marketing and overwhelming sales—into beautiful, profit-driving systems. Victoria shares her global journey from feeling stuck and overwhelmed to building a proven framework that helps female founders scale from six to seven figures with confidence and clarity.

Learn how Victoria’s “replacement ladder,” 24/7 Marketing Flywheel, and actionable systems empower founders to stop spinning their wheels, delegate with purpose, and finally make marketing work for them—not against them.

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💡 Meet the Experts:

Victoria Hajjar: Founder of Ugli Ventures, Victoria is a marketing mentor and growth strategist who helps female entrepreneurs fix their sales and marketing strategies, build effective teams, and develop as leaders to create sustainable, profitable seven-figure businesses. With a background spanning the US, UK, China, and beyond, she’s led startups and established brands through transformation using practical, scalable systems.

Pam Jordan: CEO of Pivot Business Group, Pam helps entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

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📺 Recommended Videos:

If you enjoyed this episode, check out these videos:

– https://youtu.be/CgXANBiNAUA

– https://youtu.be/hTsxf6JoYys?si=l6K5ICBRmPO-RcfP

– https://youtu.be/_eOB0wexKHk?si=C22efvDRgJz7KwWc

✖️✖️✖️

📢 Subscribe for More Financial Clarity

Stay updated with actionable insights by subscribing here: https://www.youtube.com/@pamjordancfo?sub_confirmation=1

💬 Connect with Pam Jordan:

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

Facebook: https://www.facebook.com/PamjordanCFO

Thank you for watching!

– Pam Jordan

Visit pamjordan.com to schedule a call with our team.

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In this episode of Pivot to Profit, Pam Jordan and tax expert Alexis Sydney break down everything entrepreneurs need to know about payroll. Discover when to put yourself or others on payroll, the difference between W-2 employees and 1099 contractors, and the costly mistakes business owners make when handling payroll themselves. Learn how to avoid IRS penalties, streamline your payroll process, and use compensation strategies to maximize profits and minimize taxes.

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💡 Meet the Experts:

Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

Alexis Sydney is a Certified Tax Strategist and Managing Partner of Pivot Tax Strategy, helping business owners save millions annually through actionable strategies.

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Recommended Videos:

If you liked this episode, you'll love these videos:

– https://youtu.be/hTsxf6JoYys?si=l6K5ICBRmPO-RcfP

– https://youtu.be/_eOB0wexKHk?si=C22efvDRgJz7KwWc

– https://youtu.be/Sj9RaqfP6_4?si=ck-tTHnunQHWETZq

✖️✖️✖️

Want More Financial Clarity?

YouTube: https://ww.youtube.com/@pamjordancfo?sub_confirmation=1

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

Facebook: https://www.facebook.com/PamjordanCFO/

Visit pamjordan.com to schedule a call with our team.

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Pam Jordan interviews Joel Moyes, co-owner of Realty Executives and Red Brick Property Management, about his entrepreneurial journey from humble beginnings to becoming a leader in commercial real estate and beyond. Joel shares insights on building profitable businesses, balancing growth, and achieving financial freedom.

Discover how he transitioned from mowing lawns to managing multi-million-dollar portfolios and how his expertise spans industries like real estate, tech, medical, and beverages.

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💡 Meet the Experts:

Joel Moyes: Co-owner of Realty Executives and Red Brick Property Management with over two decades of leadership experience in commercial real estate. Joel is known for his integrity, innovation, and results-driven approach. Beyond real estate, Joel is involved in community engagement, philanthropy, and ventures in tech, medical services, and the beverage industry.

Pam Jordan: CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

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📺 Recommended Videos:

If you enjoyed this episode, check out these videos:

– https://youtu.be/hTsxf6JoYys?si=l6K5ICBRmPO-RcfP

– https://youtu.be/_eOB0wexKHk?si=C22efvDRgJz7KwWc

– https://youtu.be/Sj9RaqfP6_4?si=ck-tTHnunQHWETZq

✖️✖️✖️

📢 Subscribe for More Financial Clarity

Stay updated with actionable insights by subscribing here: https://www.youtube.com/@pamjordancfo?sub_confirmation=1

💬 Connect with Pam Jordan:

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

Facebook: https://www.facebook.com/PamjordanCFO

Thank you for watching!

– Pam Jordan

Welcome to today's episode of Pivot to Profit, where we empower entrepreneurs to understand their numbers, increase profits, and reduce taxes! Hosted by Pam Jordan and featuring tax guru extraordinaire Alexis Sydney, this episode dives deep into business entity structures—the difference between legal and tax structures, how they impact your business, and how to choose the right setup for your goals.

In this episode, we cover:

– The difference between legal structures (LLC, Inc.) and tax structures (S Corp, C Corp).

– Why your entity type matters for tax savings and liability protection.

– Common mistakes entrepreneurs make when setting up their businesses.

– How the wrong structure could be costing you money.

– Practical tips for choosing the right entity based on your goals and profit levels.

– The pros and cons of registering your business in different states (e.g., Delaware, Wyoming).

– Real-life examples of clients who saved money by restructuring their entities.

💡 Key Takeaway: Your business structure isn't one-size-fits-all—it depends on your goals, profitability, and future plans. Work with professionals to ensure you're maximizing benefits and minimizing risks.

Visit pamjordan.com to schedule a call with our team.

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In this episode of Pivot to Profit, Pam Jordan interviews Dolores Hirschmann, founder of Masters in Clarity, about her journey from tap dancer and aspiring actress to internationally recognized strategist and investor. Dolores shares how her entrepreneurial spirit, passion for clarity, and commitment to systematic marketing have shaped her success. Discover how she turned financial illiteracy into mastery and now helps businesses scale profitably while preserving their legacy.

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💡 Meet the Experts:

Dolores Hirschmann is the founder of Masters in Clarity, specializing in strategy and business coaching for service professionals. She helps businesses surpass seven-figure milestones through fractional CMO services and acquisitions. As a TEDx organizer, Dolores is also an expert in helping thought leaders communicate effectively and grow their reach.

Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

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If you liked this video, you'll love these ones:

– https://youtu.be/hTsxf6JoYys?si=l6K5ICBRmPO-RcfP

– https://youtu.be/_eOB0wexKHk?si=C22efvDRgJz7KwWc

– https://youtu.be/Sj9RaqfP6_4?si=ck-tTHnunQHWETZq

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Click to subscribe: https://www.youtube.com/@pamjordancfo?sub_confirmation=1

Leave a comment on this video and I'll respond. You can also connect with me here:

• LinkedIn: https://www.linkedin.com/in/pamjordan
• Instagram: https://www.instagram.com/pamjordancfo/
• Facebook: https://www.facebook.com/PamjordanCFO

Thank you for listening!

– Pam Jordan